Delayed SEC reports
Compare what managers reported this quarter with last quarter. These reports are delayed.Large US investment managers report many holdings every quarter. We compare the shares they reported this quarter with the prior quarter. The reports arrive late and do not show the exact trade day, trade price, shorts, cash, or the manager’s reason.
15 of 16 managers have a matching row in their newest complete report.
These managers' newest complete report is at least 2 quarters behind the newest period above. They remain available for history, but are kept separate from managers with newer reports.
$24.38 B total reported value across 997 holdings · 13F-HR · filed Aug 14, 2026 · open SEC report ↗
For the matching rows, compared with Q1 2026, the Q2 2026 report's stock rows show 31 new positions, 60 positions with more shares reported, 50 positions with fewer shares reported, and 25 positions that no longer appear.
Green + ▲ means new or more shares; red + ▼ means fewer shares or no longer listed. The words and dot count repeat the meaning without relying on colour. Fewer shares or no listing does not mean the manager opened a short position.
13F reports can arrive up to 45 days after quarter-end, so this comparison is not proof of when, why, or at what price the manager traded.
Green means the manager reported a new or larger share amount. Red means a smaller amount or the stock was no longer listed. This compares two delayed reports; it does not show the exact trade.
Biggest reported changes — ranked by position value. The bar is the position's size against the largest one shown; the figure under it is the difference in the filed SH or principal amount. Corporate actions are not normalized.
Absent from latest filing — a 13F reports only that the position is absent, not when, why, or for what proceeds it changed. The prior SH or principal amount is printed, but these rows are not ranked because those units are not comparable.
| Position | Value | Filed amount | Change |
|---|---|---|---|
SEC issuerVICTORIAS SECRET AND CO | $12.2 M0.1% of filing | 146,639 sh | FEWER SHARES |
| $12.2 M0.0% of filing |
| 135,517 sh |
| MORE SHARES |
| $11.3 M0.0% of filing | 33,194 sh | FEWER SHARES |
SEC issuerVIRTU FINL INC | $9.6 M0.0% of filing | 160,819 sh | MORE SHARES |
| $9.4 M0.0% of filing | 240,967 sh | MORE SHARES |
SEC issuerVERISIGN INC | $9.3 M0.0% of filing | 37,001 sh | MORE SHARES |
SEC issuerLYONDELLBASELL INDUSTRIES NV | $8.0 M0.0% of filing | 152,648 sh | MORE SHARES |
| $8.0 M0.0% of filing | 108,285 sh | FEWER SHARES |
| $7.7 M0.0% of filing | 19,324 sh | MORE SHARES |
SEC issuerMADDEN STEVEN LTD | $7.6 M0.0% of filing | 181,516 sh | MORE SHARES |
| $7.2 M0.0% of filing | 81,161 sh | MORE SHARES |
| $7.1 M0.0% of filing | 77,094 sh | FEWER SHARES |
| $7.1 M0.0% of filing | 284,802 sh | NEW THIS QUARTER |
| $7.0 M0.0% of filing | 18,444 sh | FEWER SHARES |
SEC issuerVICI PPTYS INC | $6.5 M0.0% of filing | 243,817 sh | MORE SHARES |
SEC issuerAERCAP HOLDINGS NV | $6.3 M0.0% of filing | 43,089 sh | MORE SHARES |
SEC issuerKODIAK GAS SVCS INC | $6.3 M0.0% of filing | 83,192 sh | FEWER SHARES |
| $6.0 M0.0% of filing | 627,037 sh | MORE SHARES |
SEC issuerHANOVER INS GROUP INC | $6.0 M0.0% of filing | 28,113 sh | MORE SHARES |
| $5.9 M0.0% of filing | 311,241 sh | MORE SHARES |
SEC issuerTOWNEBANK PORTSMOUTH VA | $5.9 M0.0% of filing | 163,477 sh | FEWER SHARES |
| $5.7 M0.0% of filing | 62,829 sh | FEWER SHARES |
SEC issuerVONTIER CORPORATION | $5.5 M0.0% of filing | 190,533 sh | MORE SHARES |
SEC issuerVEEVA SYS INC | $5.4 M0.0% of filing | 30,709 sh | NEW THIS QUARTER |
SEC issuerVERTEX PHARMACEUTICALS INC | $5.4 M0.0% of filing | 10,865 sh | FEWER SHARES |